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The whole industry in North America is coming through a big revolution. People are expecting stability in margins but she is playing through Canadian companies (e.g. Canyon Services). Some pretty good momentum and reasonable valuation so you should do well in BHI.

Owned for a bit but noticed they were struggling to grow their top line. Until you see an uptick in top line growth rate it won’t do much.

Had a pretty good quarter a couple of quarters ago and people got excited. That fizzled last quarter. Thinks market will have a wait and see approach.

Does very well on the retail side and didn’t get into trouble during the crisis. Prefers C-N.

One of those exciting stocks. Large multiple. It is hard to justify the premium on the stock. You have to have so much growth to grow into that multiple.

The consumer has been challenged. Valuation is neither super high, nor super low. The stock could do well going forward but not necessarily so.

Coming out of a period of spending, building massive energy projects, especially in Australia. Have a very good history of allocating capital well. Production growth will really ramp up in 2014. Doesn’t think prospects for next year are priced into the stock.

REIT space got crushed a bit when interest rates ticked up, so she avoided that space but this one is the one she owns. They had an overhang with vacancy in Manhattan. She expects an announcement from the company in the next while. They are trading at a discount for a temporary reason. A few years and people will look back on this saying they got through it.

Have the ability to grow without much help from the economy. Have big cost cutting initiative that will take hold in 2015. A fleet update, voluntary retirement. Have been profitable even in tough economies.

(Top Pick Feb 21/13, Up 15.32%) National brand retailing and exclusive brands. Target value consumer. People are questioning whether then can execute but she sees it as a merchandizing issue and management have made some change to that so she is comfortable holding it.

(Top Pick Feb 21/13, Up 17.89%) Lots of cash flow from its legacy business. Targeting software services side of things. Management team is focused and committed to a share return program so 50% of free cash flow comes back to shareholders. She added more to her position following the last earnings call. Just announced layoffs.

(Top Pick Feb 21/13, Up 35.90%) The whole space has been driven by North American markets. Lot of positive momentum going on. New management team is laser focused. They are making cars that people want to buy right now. She has been trimming as the stock has come up but there is good momentum and the valuation is reasonable.

When you get such big boys playing in this game she lets them have their turf. Too much controversy.

Pipelines have been big yield payers and got investors’ attention. They have to raise a lot of capital to grow their businesses. The valuations are high because of people chasing the yield. She only has PKI-T.

(Top Pick Feb 21/13, Up 35.90%) The whole space has been driven by North American markets. Lot of positive momentum going on. New management team is laser focused. They are making cars that people want to buy right now. She has been trimming as the stock has come up but there is good momentum and the valuation is reasonable.